ABOUT BRYAN WERLEMANN
A graduate of the University of California at Irvine, Bryan received his Bachelors of Arts in Economics and Psychology. He began his career specializing in tax-free municipal bonds at Municicorp. In 1990, he moved to Prudential Securities and in 1994, Bryan then became the Senior Vice President of Smith Barney. Bryan’s passion for his work and his nonconventional thinking made him a successful Independent Advisor with Wells Fargo for 17 years. He now has decided to open his own firm in conjunction with Charles Schwab where he can use his past experience and wisdom to direct his clients and help them understand where he believes the industry is headed.
In his 35 years of managing the wealth of his clients, Bryan has always had a keen eye for industry disruptors and an uncanny ability to envision where these industries are headed. With the firm restrictions on non-conventional investments including Crypto and other technology trading platforms, Bryan does not want to be inhibited by larger firms who make their brand and company the priority; rather, Bryan wants his clients to reap the benefit of what is to come in this new disruptive world of financial investments. The personal success Bryan has experienced drives his motivation to achieve the same success for his clients. Bryan’s inherent knowledge and tangible success allows him to manage the interests of his clients while growing their portfolios to the greatest potential.